Quant BFSI Fund Regular vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1072 Cr | ₹630 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 29% | % |
| Expense Ratio | 2.21 | 2.33 |
| Manager | Dhimant Kothari | Sanjeev Sharma |
| ISIN Code | INF205K01155 | INF966L01CA6 |
| Exits Load | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.85% | 1.42% |
| 6 Month | 8.34% | -9.87% |
| 1 Year | 18.54% | 13.23% |
| 3 Year | 19.54% | - |
| 5 Year | 14.86% | - |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.36% | -4.24% |
| 3 Year | 24.36% | - |
| 5 Year | 21.78% | - |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.47% | 50.02% |
| 3 Year | 15.66% | - |
| 5 Year | 15.31% | - |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.87% | - |
| Sharp | 0.79% | - |
| Beta | 0.87% | - |
| Alpha | 5.67% | - |
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| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhimant Kothari | Sanjeev Sharma |
| Total AUM | ₹8118 Cr | ₹39731 Cr |
| Fund Manage | 7 | 22 |
| Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.48 | 14.74 |
| Small Cap | 24.07 | 44.63 |
| Mid Cap | 17.72 | 9.25 |
| Large Cap | 56.73 | 31.36 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 1.48 | 14.74 |
| Capital Markets | 19.53 | - |
| Finance | 12.58 | 50.76 |
| Banks | 55.99 | 9.13 |
| Insurance | 7.2 | 17.53 |
| Financial Technology (Fintech) | 3.22 | - |
| Petroleum Products | - | 4.36 |
| Telecom - Services | - | 3.46 |
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